Financial Advisor in Kamloops

Yes. Mode Money Managers™ serves clients throughout Kamloops and the surrounding Thompson-Okanagan, both in person and virtually. As an independent fiduciary firm led by Sanjay Gupta, CFP®, we work across all of British Columbia, so Kamloops residents get the same full-market access to insurance and investment solutions as our Surrey head office clients.

We are fully independent. We are not tied to any single bank or insurer, which means we shop the entire Canadian market on behalf of Kamloops clients and recommend what genuinely fits your situation, not a proprietary product line.

For insurance products there is no direct fee to you; the insurer pays a commission embedded in the premium. Initial consultations for Kamloops residents are always complimentary. For investment planning, fee structures depend on the accounts and products involved and are explained transparently up front.

Absolutely. A large part of our practice is helping newcomers across Thompson-Okanagan set up their first RRSP and TFSA, build Canadian credit, arrange life and Super Visa insurance, and understand how worldwide income is taxed in Canada.